Advanced Whiteboard Use(23)
- leadPops – Connecting Your leadPops to Whiteboard
- Floify – Connecting Floify and Whiteboard
- Troubleshooting Email Deliverability Issues
- Whitelist Information
- Encompass360 FNM 3.2 Export
Knowledge Base
What can we help you with?
Daily Use(23)
- Whiteboard Mobile for iOS and Android
- Setting Up Weekly & Monthly Call Reminders for Partners
- Opting out of Text Messages
- Texting Setup
- Texting from Whiteboard
Getting Started(12)
- Navigating Whiteboard
- Whiteboard Mobile for iOS and Android
- Opting out of Text Messages
- Texting Setup
- Texting from Whiteboard
How does Whiteboard work?(12)
- An Introduction To Whiteboard
- Understanding Playbooks
- Powering Your Playbook Partner Campaigns
- Powering Your Playbook Client Campaigns
- Powering Your Playbook Mortgage Campaigns
Integrations and Connections(5)
- leadPops – Connecting Your leadPops to Whiteboard
- Encompass – Integrating with Whiteboard
- Calyx – Whiteboard Integration
- Floify – Connecting Floify and Whiteboard
- LendingQB FNM 3.2 Export
Manging Whiteboard(6)
- Updating Whiteboard – Company or Location Changes
- Assets
- Managing Office and Team Users
- My Account Settings
- Office Settings
Marketing Management(17)
- Setting Up Weekly & Monthly Call Reminders for Partners
- Opting out of Text Messages
- Powering Your Playbook Partner Campaigns
- Powering Your Playbook Client Campaigns
- Powering Your Playbook Mortgage Campaigns
Texting(4)
- Whiteboard Mobile for iOS and Android
- Opting out of Text Messages
- Texting Setup
- Texting from Whiteboard
Whiteboard Release Notes(9)
- Whiteboard CRM and the URLA 2020 / MISMO 3.4 Update
- Release Notes 4/19/2019 – Put a Pin in it!
- Release Notes – Automated Lead Source Improvements, Texting, & Working on a Canadian Playbook
- Release Notes – Texting Improvements & Smashing Bugs
- Release Notes: Speed and Texting Improvements